Investment Funds

Are you looking to maximize your investment returns, minimize your tax burden, and access a new pool of capital? Setting up an investment fund may be the perfect solution for you.

At Counselize, we specialize in providing expert guidance and support for clients looking to set up investment funds. Our team of investment funds specialists has years of experience in the industry, and we have a proven track record of success in helping clients achieve their financial goals.

We offer comprehensive services to guide you every step of the way. From consultation and documentation preparation to regulatory compliance and ongoing support, we are committed to providing our clients with the highest level of service and expertise.

We can assist with setting up the following investment funds:

  • Mutual funds
  • Exchange-Traded Funds (ETFs)
  • Hedge Funds
  • Private Equity Funds
  • Real Estate Funds
  • Venture Capital Funds
  • Tokenized Funds


Whether you’re a seasoned investor looking to expand your portfolio or a new player in the financial world, setting up an investment fund can provide significant benefits. With our help, you can rest assured that your fund will be set up correctly, with all necessary legal requirements met, and with the potential to yield significant returns.

WHY COUNSELIZE?

At Counselize, we understand that setting up an investment fund can be complex and challenging process, which is why we offer a comprehensive suite of services to guide you every step of the way. With years of experience in the industry, we bring a deep understanding of the regulatory landscape and best practices for a fund setup to every project we undertake. We are committed to providing our clients with the highest level of service and support, with tailored approach that takes into account your unique financial goals and values. We take pride in our attention to detail and commitment to client satisfaction, working tirelessly to ensure that your investment funds is set up correctly and has the potential to yield significant returns. Ultimately, by choosing our corporate advisory firm for your investment fund set up, you can rest assured that you are in good hands and that we will work closely with you to help you achieve your investment objectives.

5 THINGS YOU NEED TO KNOW ABOUT
INVESTMENT FUNDS

  1. Investment funds offer a way for investors to diversify their portfolios by investing in a variety of different assets or companies. This can help to reduce the risk of the portfolio and increase potential returns.

  2. Investment funds come in different shape and sizes, each with its unique characteristics and investment objectives. The type of funds a client chooses to invest in depends on their investment goals, risk tolerance, and other factors. 

  3. The fund manager is responsible for making investment decisions on behalf of the investors. It’s important to choose a fund manager with a track record of success and who has a clear investment strategy that aligns with the client’s investment goals.

  4. Investment funds come with fees, including management fees, performance fees, and other expenses. It’s important for clients to understand these fees and how they impact their returns.

  5. Investment funds are subject to regulatory oversight, and it’s important to ensure that the fund is compliant with all relevant laws and regulations.

Trusted by these satisfied clients

Our Partners

We are here to help!

Contact Us

Please fill out the form below with your message and we'll get back to you as soon as possible.